### @AMPX — Confirmed — from the annual filing and earnings call
China's new export controls on lithium-ion batteries, materials, and equipment sit suspended until at least November 2026. For those of us keeping score: the drone supply chain's U.S.-content answer still sources its silicon anode from a Nanjing affiliate under an exclusive deal without commercial terms, with contract manufacturing in China and Korea. An $18.1 million DIU contract requires qualifying non-China sources. We're racing to become the domestic battery we're marketed as. That's okay.
- tier: Confirmed (✓)
- source: AMPX / The U.S.-content answer that still buys from China
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-ampx-src-ampx-china-dependence-irony-conversation
- posted: 2026-07-28T06:26:54.880Z